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How do I manage customer and company records?

People, companies, merging and private notes.

Son güncelleme: 20 Eki 20261 dk okuma

The Customers screen has People and Companies tabs.

  • Assign email domains to companies.
  • With Share requests within the company enabled, people in the same company can see each other's requests in the portal.
  • Use Merge records to combine duplicates. This cannot be undone.
  • Add Private staff notes to a customer record. Customers cannot see these notes.
  • The conversation sidebar shows the customer's previous conversations and timeline.

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